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Defining Hour Types and Availability for Timesheets

There are two sets of hour types in Workfront:

  • General hours: Hours that are not associated with a project, such as sick time or administration. You can log general hours only on the timesheet.
  • Project-specific hours: Hours logged on projects, tasks, and issues. You can log project-specific hours from any locations where you can log time.

When logging time in Workfront, the project-specific hour types that are available depend on configuration options set at the system, project, and user levels. (The following default project-specific hour types are always available: Project Time, Task Time, and Issue Time.)

An Hour Type is a label that allows you to categorize time entry. Depending on the reporting requirements of your organization for hours, this can be an essential part of logging time.

The hour types that are available to select when logging time (on projects, tasks, and issues) are determined first by the hour types made available system-wide by the system administrator, and then by the hour types selected at the project and user levels.

After the appropriate hour types have been configured, you can log time from multiple locations in Workfront, as described in "Logging Time."

Defining Availability at the System Level

The system administrator determines which project-specific hour types are made available system-wide, as described in the "Creating Hour Types" section in "Hour Types."

Defining Availability at the Project Level

The project owner determines whether all hour types defined at the system level are available on the project (and tasks and issues within the project), or whether only a subset of those hour types are available. 

  1. Navigate to the project where you want to determine the availability of hour types.
  2. Click Edit Project.
    The Edit Project dialog box is displayed.
  3. In the Settings section, locate the Filter Hour Types option.
  4. Select No to make all project-specific hour types available on the project.
    Or
    Select Yes to make only a subset of the project-specific hour types available on the project, then select the hour types you want to make available. (Hold the Shift key to select multiple hour types.)
    If you select this option, only the hour types you select are made available to select when logging hours on the project (or on tasks and issues within the project). You must select at least one hour type; if you select this option and you do not select any hour types, all hour types are made available on the project.
    The same selections must be made at the individual user level in order for the user to see these hour type options on the project.
  5. Click Save Changes

Defining Availability at the User Level

You can log hours for a given hour type on projects, tasks, and issues only if that hour type has been made available at the system level, at the project level, and at the user level.

If you make an hour type available at the user level as described in this section, but you do not see that hour type when logging time on a project, task, or issue, that hour type has not been made available on the project (as described in "Defining Availability at the Project Level").

To define the hour types that are available to a user:

  1. Click your user avatar in the upper-right corner of the Workfront interface, then click My Settings.
    The My Settings dialog box is displayed.
  2. In the Resource Planning section, in the Available Hour Types drop-down menu, do either of the following, depending on which hour types you want to make available when logging time on a project, task, or issue:
    • To make all hour types available for the user: Select all the hour types.
      If you leave all hour types unselected, this is technically the same as selecting all hour types. However, in this case, all hour type are available for the user only on projects, tasks, and issues where No is selected in the Filter Hour Types option when editing the project, as described in "Defining Availability at the Project Level."
    • To make only a subset of the hour types available for the user: Select only the hour types you want to make available.
      In order for the hour types you select at the user level to be available on projects, tasks, and issues, these same hour types must also be selected in the Filter Hour Types option when editing the project, as described in "Defining Availability at the Project Level." 
      hour_types_user.png
  3. Click Save Changes.
    Now when you log hours on a project, task, or issue, the hour types you select are available if those same hour types have been made available at the project level.
This article last updated on 2018-04-04 20:25:19 UTC